交易总额达88.5亿美元，SK海力士完成收购英特尔NAND闪存业务

界面2025-03-28

韩国存储巨头SK海力士历时两年的并购案正式收官。3月28日，SK海力士宣布，已完成收购英特尔NAND闪存及SSD业务的第二阶段交易。此次第二阶段涉及22.4亿美元，涵盖NAND闪存晶圆知识产权、研发团队及大连工厂员工等核心资产。2020年末，双方首次披露该交易，第一阶段已于2021年12月完成，SK海力士以66.1亿美元接管英特尔SSD业务及中国大连工厂资产。随着第二阶段的完成，英特尔将彻底退出...

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Wisong
2025-03-28
Wisong
利好谁？

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16:45","market":"us","language":"zh","title":"交易总额达88.5亿美元，SK海力士完成收购英特尔NAND闪存业务","url":"https://stock-news.laohu8.com/highlight/detail?id=2522546439","media":"界面","summary":"韩国存储巨头SK海力士历时两年的并购案正式收官。3月28日，SK海力士宣布，已完成收购英特尔NAND闪存及SSD业务的第二阶段交易。此次第二阶段涉及22.4亿美元，涵盖NAND闪存晶圆知识产权、研发团队及大连工厂员工等核心资产。2020年末，双方首次披露该交易，第一阶段已于2021年12月完成，SK海力士以66.1亿美元接管英特尔SSD业务及中国大连工厂资产。2024全年，SK海力士营业收入为66.19万亿韩元，营业利润为23.47万亿韩元。","content":"<div>\n<p>韩国存储巨头SK海力士历时两年的并购案正式收官。3月28日，SK海力士宣布，已完成收购英特尔NAND闪存及SSD业务的第二阶段交易。此次第二阶段涉及22.4亿美元，涵盖NAND闪存晶圆知识产权、研发团队及大连工厂员工等核心资产。2020年末，双方首次披露该交易，第一阶段已于2021年12月完成，SK海力士以66.1亿美元接管英特尔SSD业务及中国大连工厂资产。随着第二阶段的完成，英特尔将彻底退出...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250328164711a4451833&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250328164711a4451833&s=b><strong>界面</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>韩国存储巨头SK海力士历时两年的并购案正式收官。3月28日，SK海力士宣布，已完成收购英特尔NAND闪存及SSD业务的第二阶段交易。此次第二阶段涉及22.4亿美元，涵盖NAND闪存晶圆知识产权、研发团队及大连工厂员工等核心资产。2020年末，双方首次披露该交易，第一阶段已于2021年12月完成，SK海力士以66.1亿美元接管英特尔SSD业务及中国大连工厂资产。随着第二阶段的完成，英特尔将彻底退出...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250328164711a4451833&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4529":"IDC概念","BK4602":"量子计算概念","BK4575":"芯片概念","BK4535":"淡马锡持仓","BK4515":"5G概念","BK4612":"AI芯片","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4579":"人工智能","BK4588":"碎股","BK4550":"红杉资本持仓","BK4605":"半导体精选","BK4554":"元宇宙及AR概念","BK4512":"苹果概念","INTC":"英特尔","BK4543":"AI","BK4527":"明星科技股","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250328164711a4451833&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2522546439","content_text":"韩国存储巨头SK海力士历时两年的并购案正式收官。3月28日，SK海力士宣布，已完成收购英特尔NAND闪存及SSD业务的第二阶段交易。此次第二阶段涉及22.4亿美元，涵盖NAND闪存晶圆知识产权、研发团队及大连工厂员工等核心资产。2020年末，双方首次披露该交易，第一阶段已于2021年12月完成，SK海力士以66.1亿美元接管英特尔SSD业务及中国大连工厂资产。随着第二阶段的完成，英特尔将彻底退出闪存市场，存储行业从“美日韩三足鼎立”的格局转向“韩系主导”。SK海力士此前曾表示，这笔交易旨在提高其存储解决方案（包括企业级SSD）在NAND闪存领域的竞争力，并进一步致力于成为业内领先的全球半导体公司之一。据集邦咨询分析，此次收购有望助力SK海力士提高NAND市场份额，使其市场份额突破20%的大关，从而进一步缩小其与行业领军企业三星之间的差距。财报显示，去年四季度，SK海力士营收19.76万亿韩元（约合人民币1001.83亿元），同比增长75%；营业利润为8.1万亿韩元（约合人民币410.67亿元）。这是SK海力士的季度营业利润首次超过三星电子，后者第四季度营业利润为6.5万亿韩元（约合人民币325.9亿元）。2024全年，SK海力士营业收入为66.19万亿韩元，营业利润为23.47万亿韩元。SK海力士称，公司2024年总营收与有史以来最高的2022年营收相比还要高出21万亿韩元，其营业利润也超越了2018年存储器市场超繁荣期的业绩。SK海力士CEO郭鲁正3月27日在股东大会上表示，公司2025年HBM产能已售罄，将在上半年与客户完成关于2026年HBM产能的谈判。郭鲁正预计，与2023年相比，今年HBM市场将增长9倍，企业固态硬盘（eSSD）市场将增长3.5倍。SK海力士预计HBM产品在其存储芯片总销售额中的占比将从2024年的40%升至今年的50%以上。","news_type":1,"symbols_score_info":{"INTC":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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